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Saving incoming Outlook messages to ACT?

Copper Contributor
Posts: 10
Country: USA

Saving incoming Outlook messages to ACT?

I have my outgoing Outlook email messages saving directly to my ACT contacts when they are sent.  Is there a way to automatically have incoming messages saved to my ACT contacts when I open the message in Outlook?

 

Thank You,

Jeff

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Saving incoming Outlook messages to ACT?

[ Edited ]

Hello Jeff,

Starting with ACT! 2009 (version 11), you can use Outlook Rules to record incoming messages into ACT! history. This is a client-only rule, so will only process when Outlook is open. Please see KB Article 23020 for instructions.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Contributor
Posts: 10
Country: USA

Re: Saving incoming Outlook messages to ACT?

I can get to step #10, but then I don't see any option to Select Custom Action box, select ACT! - Auto Attach E-mail to ACT!.

 

 

 

 

 

To Create a Rule in Outlook To Auto Attach E-mails From ACT! Contacts

  1. In Outlook, click Tools, then select Rules and Alerts.
  2. Click New Rule.
  3. Select Start from a blank rule.
  4. Select Check messages when they arrive. Click Next.
  5. From the conditions list, selectsender is in specified address book.
  6. In the Edit the rule description section, click the specified hyperlink.
  7. When the Add Address List box appears, select your ACT! database address book and click Add. Click Next.
  8. From the Select actions list, select perform a custom action.
  9. In the Edit the rule description section, click the custom action hyperlink.
  10. From the Select Custom Action box, select ACT! - Auto Attach E-mail to ACT!.
  11. To choose the way that ACT! records the email in history, click the Change button.

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Saving incoming Outlook messages to ACT?

What version of ACT! are you using? This feature was not added until ACT! 2009 (version 11).

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Contributor
Posts: 10
Country: USA

Re: Saving incoming Outlook messages to ACT?

Looks like we have a 2008 version.  Thanks

Copper Contributor
Posts: 10
Country: USA

Re: Saving incoming Outlook messages to ACT?

What does it cost, per seat, to upgrade to the latest version of ACT from version 2008 (10.0)?

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Saving incoming Outlook messages to ACT?

Please check your private messages, upper right corner of the screen.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129